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Asking for Commitment in Planned...
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What Giving Tuesday Reveals About...
National Philanthropy Day: Your Role...
The Human Side of Estate...
Guiding Donors Through DAF Succession...
Nonprofits and Allied Professionals: A...
Donor Outreach Topics for This...
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The Edge from EDS
Where the technical, the tactical, and the timely meet

    The Sunset of the TCJA: Just a Bit Outside of a Regular Pitch

    by James Jett, J.D. December 4, 2023
    by James Jett, J.D. December 4, 2023

    In the 1989 comedy classic Major League, baseball broadcasting legend Bob Uecker plays a hard-drinking, sarcastic baseball play-by-play announcer named Harry Doyle, who covers…

  • Fractional Donations: Customizable Charitable Giving

    by Connor Jett, J.D. November 17, 2023
    by Connor Jett, J.D. November 17, 2023

    Fractional donations are not widely used but present a powerful, flexible option for donors who wish to give artwork (or, in some cases, land…

  • Maximize the Momentum of Giving Tuesday: Encourage Blended Gifts

    by Rebecca Wood, J.D. November 2, 2023
    by Rebecca Wood, J.D. November 2, 2023

    In the philanthropy world, Giving Tuesday ranks as one of the most important days of the year. In fact, it is the third biggest…

  • National Estate Planning Awareness Week: Three Important Reminders

    by Terry Sites October 16, 2023
    by Terry Sites October 16, 2023

    This week will probably pass without much fanfare. You are not likely to see parades or hear speeches from politicians. So, how should we…

  • Using Empathy to Overcome Donor Objections

    by Marina Cooper October 9, 2023
    by Marina Cooper October 9, 2023

    Most of us have come across a pushy salesperson at some point. Theater and movies have further satirized these characters in performances both unforgettable…

  • Evaluating Planned Gift Marketing: How to Use ROI and Improve Its Measurement

    by Rebecca Wood, J.D. September 21, 2023
    by Rebecca Wood, J.D. September 21, 2023

    Planned gifts are among the most important ways charitable organizations raise funds. These gifts can comprise up to 30-50% of a nonprofit’s annual revenue…

  • Donor-Advised Funds: Educating Supporters and Encouraging Grants

    by Marina Cooper September 6, 2023
    by Marina Cooper September 6, 2023

    A donor-advised fund (DAF) is a well-regarded charitable giving account that provides great flexibility for donors. When a donor transfers assets into a DAF,…

  • Make a Wish? No, Make a Will.

    by Terry Sites August 16, 2023
    by Terry Sites August 16, 2023

    In the classic movie The Wizard of Oz, Dorothy clicks the heels of her ruby-red slippers and wishes to return to her beloved Kansas,…

  • WATCH OUT! A Gift of a Business Interest and the Lessons of the Trojan Horse

    by James Jett, J.D. August 7, 2023
    by James Jett, J.D. August 7, 2023

    The classic tale of the Trojan Horse (or, for the truly cultured, the Trojan Rabbit) serves as a warning about accepting gifts that may…

  • Learn, Connect, Empower: The Benefits of Donor Surveys and Where to Begin

    by Rebecca Wood, J.D. July 17, 2023
    by Rebecca Wood, J.D. July 17, 2023

    Donor surveys can be an effective, powerful addition to your established marketing and outreach program. If you haven’t yet conducted a donor survey, consider…

  • A Year in Giving: Facts and Insights from the Giving USA 2023 Report

    by Marina Cooper June 29, 2023
    by Marina Cooper June 29, 2023

    The Giving USA Foundation’s annual report provides valuable insights into the state of charitable giving in the United States. Researched and written by the…

  • Endowment Gifts: Five Tips for Meaningful Communications with Donors

    by Amy Rector June 6, 2023
    by Amy Rector June 6, 2023

    An endowment is a powerful way to secure a level of financial stability. Commingled gifts are invested for growth, and only the fund’s generated…

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